Fisher Investments 401k Solutions

Branding and Demand Generation

Developed brand guidelines and a sales pitch book to support market expansion for Fisher Investments® 401(k) Solutions.
Client: Fisher Investments®

Before: Lacked tailored branding and sales materials for the 401(k) market segment.

After: A clear, professional identity and pitch tool that drove advisor engagement.

• Designed comprehensive brand guidelines to ensure visual and messaging consistency.

• Created a polished sales pitch book to support demand generation and client acquisition.

• Helped position Fisher as a trusted partner in retirement plan solutions.

Certain samples are not available due to non-disclosure agreements.